George's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 67 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 54 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 16 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 32 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 6 )
£100k - £200k ( 10 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Hampshire
18 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
need for monthly income
How has George Cooksley helped you?
provided advice
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Wiltshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On reaching or moving near to retirement 4 years ago
How has George Cooksley helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t believe George could have done anything better
Review
by a verified client in Gloucestershire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After taking early retirement 32 years ago, I had a lump sum to invest in an Annuity
How has George Cooksley helped you?
George, as an employee of Argentis, who I have been with for many years, took over from Mark Bailey , who left Argentis. He has monitored my investments and offered advice on various aspects of financial planning.
Have you seen the outcome you were hoping for?
I am satisfied that my investments, being mildly adventurous, are in safe hands.
What could they have done better?
Perhaps advised more on aspects of income tax saving methods.
Review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Always had an advisor
How has George Cooksley helped you?
Making sure everything is up to date
Have you seen the outcome you were hoping for?
Difficult to say what I was hoping for. Just that things were being looked after. So, yes.
Review
by a verified client in Cardiff
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Family suggested I do so
How has George Cooksley helped you?
As above and understanding the stock markets more.
Have you seen the outcome you were hoping for?
Yes but Trump has made everything even less secure.
What could they have done better?
Just confirm - by email - our prearranged meeting a few days beforehand.